Skip to main content
All Use Cases
Finance

Weekly Cash Brief

Every week: what came in, what went out, refunds, fees, and MRR movement — every change explained and every anomaly called out with its dollar impact.

Best forEcommerceAgencyB2BSaaSServices
Agents8 required
Duration3-5 minutes

Each week this recipe reads the Stripe ledger for the ISO week — charges, payouts, refunds, disputes, and fee lines by class — and computes subscription movement: new, expanded, contracted, and churned MRR with subscriber counts, not just dollar totals. It loads last week's snapshot from memory and explains every top change with a one-line attribution to the actual transactions ("inflow +$4,210, driven by the Acme annual renewal plus three new monthly subs") — an unattributed delta is labeled as such rather than narrated plausibly. Anomalies are flagged against last week and the trailing 4-week average with their dollar impact, ranked by materiality. The brief lands in-hub as the primary deliverable, with an optional email version staged as a Gmail draft — never sent. Reruns upsert the same week's brief, labeling partial-week snapshots as partial, and store the snapshot for next week's comparison.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull the ISO week's Stripe ledger with timezone stated: charges, payouts, refunds, disputes, and fee lines by class. Reads the read-only Stripe ledger via stripe_list_charges and stripe_get_customer only — payment mutation tools are never in scope for this phase.

payment scanner
01

Compute subscription movement for the same window: new, expanded, contracted, and churned MRR with subscriber counts.

subscription analyst
02

Load last week's snapshot from memory, compute all deltas in real numbers, and flag anomalies against last week and the trailing 4-week baseline with dollar impact.

data analyst
03

Assemble the brief: headline with net movement and top driver, money table, MRR movement, attributed top changes, and ranked anomalies.

weekly business digest
03

Keep the brief decision-oriented — what changed, why, and what needs a look — with unattributed deltas labeled honestly.

executive briefing writer
04

Render the in-hub brief as the primary deliverable with the week snapshot footer (window, timezone, partial-vs-final).

report formatter
04

Stage the optional email version as a Gmail draft, held for approval.

email writer
04

Upsert the week's brief for idempotency and store the snapshot to memory for next week's comparison.

workflow orchestrator

Required Agents

8
  • payment-scanner
  • subscription-analyst
  • data-analyst
  • weekly-business-digest
  • executive-briefing-writer
  • report-formatter
  • email-writer
  • workflow-orchestrator

Connections

Required

gmailshopifystripe

Optional

gmailshopify

What it does

  • Full weekly money movement from Stripe: inflow, outflow, refunds, fees by class
  • MRR movement — new, expanded, contracted, churned — with subscriber counts
  • Week-over-week deltas against the prior week's stored snapshot
  • Attribution lines tying every top change to actual transactions
  • Anomalies flagged vs trailing 4-week baselines with dollar impact
  • Two-minute read: headline, table, movement, changes, anomalies — no padding
  • Optional email version staged as a Gmail draft, never auto-sent
  • Idempotent per ISO week: reruns upsert the same brief, partial weeks labeled

Example prompt

Give me this week's cash brief — money in, money out, refunds, and how our subscription revenue moved compared to last week.

Ready to deploy Weekly Cash Brief?

Start free. One click, full agent orchestration.

Get Started Free →